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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7311 results found

  1. columns to retain their default name in Ev2 once after unhidden

    1 vote

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  2. connect different channels in MS Teams to different workspaces in Pandadoc

    4 votes

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  3. An ability to pull the catalog items data through the variables into the document/pricing table

    8 votes

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  4. 9 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. 31 votes

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  6. A single row table would be very helpfull for a sum on a quate

    3 votes

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  7. In the assign people to roles screen and choose to Add new contact > click Show more field, the Job title field is not included. Client will have to go to PD contacts tab to add this details for the variable to work.

    11 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  8. It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order

    2 votes

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  9. You can send documents to a recipient, and they can set the other recipient names/emails

    3 votes

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  10. can the Fee column be automated from the catalog

    3 votes

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    1 comment  ·  Automations  ·  Admin →
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  11. Automatically add Pipedrive custom product fields to pricing table

    9 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  12. To be able to approve multiple documents that were generated via bulk send feature.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. Flow Player is an excellent alternative to Vimeo and Youtube and it occurs to me that it would not be too difficult to integrate it as another video source in PandaDoc. https://flowplayer.com/

    1 vote

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  14. Link a header to a paragraph/content within the document. When custoemr click on the title or any header, they will automatically be taken to a content/paragraph within a doc. Add Hyperlink to another page of the same doc/template

    116 votes

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    Hi there. Thank you for submitting this idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. The option to draw lines and shapes (like in Word).

    87 votes

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    Not Planned  ·  Molly Abrams responded

    Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    • there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
    3 votes

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  16. Ability to add a Template and have its approval retain as part of the Main Document

    1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  17. 1 vote

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    0 comments  ·  API  ·  Admin →
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  18. 7 votes

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  19. Would like to speed up the processing time when when running document details call to get a list of 3000+ docs.

    1 vote

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